Power Analysis

Anthony Power & Bryce McNallie
  • 4,7 (3)
  • INVESTISSEMENT
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Whether you are a seasoned investor, a dedicated enthusiast in bitcoin mining, or a newcomer seeking deeper insights, Power Analysis serves as the paramount resource for staying informed in the dynamic realm of Bitcoin Mining. Initiate your journey towards innovation and excellence with Power Analysis, as we extend an invitation for you to embrace the future.

  1. -17 H

    Hut 8 Earnings Analysis & Top AI Stock News!

    Bitcoin pops while we break down Hut 8’s earnings, a 9.5 GW power pipeline, and why miners are pivoting from blocks to compute. We weigh NVIDIA’s signal for AI infrastructure, Bitfarms’ Panther Creek progress, and a headline FluidStack deal that changes the margin math. • hash price near 30 dollars and miner margin pressure • NVIDIA earnings as bellwether for AI infrastructure • CoreWeave funding and Core Scientific updates • mixed miner performance and Saluna above 1 dollar • Bitfarms permits, US redomicile, and Keel Infrastructure rebrand • Hut 8’s 1.02 GW under management and 8.5 GW pipeline • veteran energy hires and delivery capability • 15‑year FluidStack agreement and 99 percent NOI structure • Vega design with 180 kW rack density • Q4 and full‑year numbers and hodl volatility • why HPC contracts can stabilize cash flows • what to watch next from ABTC, MARA, Riot, and peers Hit the like button, subscribe to McNallie Money, and tell us what you thought of Hut 8’s call today! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

    30 min

  2. -22 H

    Bitdeer Technologies - Chief Strategy Officer, Haris Basit - Q4 Earnings & Outlook!

    We dig into Bitdeer’s surge to 63 exahash, the rapid evolution of SEAL miners, and why efficiency and low-cost power drive profitability even in a weaker hashprice. We also map the pivot to AI co-location in Norway, Rockdale, and Clarington, plus funding moves and the HODL sale. • key Q4 highlights and self-mining growth • SEAL miner roadmap, wafer timing, and sales strategy • margin pressure versus efficiency gains and power costs • 2026 hashrate direction and limited hosting expansion • Norway as first AI co-location lease, build timelines • Rockdale and Clarington cost frameworks and land strategy • rationale for selling the HODL to fund acreage • core moat in ASIC efficiency and large power sites • rising hyperscaler interest and improving terms • Dogecoin/Litecoin DL1 as a complementary use of wafers • convertible notes to fund builds and extend maturities • five-year outlook across mining and co-location Check out the new investor deck and website for Bitdeer Technologies Group! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

    33 min

  3. -1 J

    Cipher Digital’s Rebrand & Rally, IREN, RIOT & AMD News!

    We unpack why Bitcoin’s slide hasn’t stopped capital from pouring into AI, then break down Cipher’s rebrand to Cipher Digital, its exit from mining, and the shift to contracted HPC revenue with AWS and Fluidstack. We compare buildouts across Riot and IREN, detail ERCOT timelines, and map out how miners decouple from hash price. • bitcoin sentiment at cycle lows and long‑term view • hyperscaler capex and AI demand drivers • texas power, interconnects, and siting advantages • cipher’s JV sale, rebrand, and mining exit • black pearl and barber lake conversions to HPC • revenue escalators and financing stack secured • ercot batching, site energization timelines • riot and iren construction pace and staffing • amd partnerships and ROI versus tier‑3 builds • miner equity decoupling from bitcoin price action Hit the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comments section below what you thought of Cipher Digital's earnings and their outlook for 2026! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

    44 min

  4. -2 J

    HIVE Digital Technologies - CFO Darcy Daubaras & Chairman Frank Holmes - Q3 Earnings Q&A!

    We break down Q3 results with Frank Holmes and CFO Darcy Daubaras, showing how Paraguay’s low-cost energy and smarter hardware expanded margins while HPC demand accelerated. We share our path to tier three data centers, conservative financing, and the catalysts we see into 2026. • Paraguay’s 300 MW online driving lower energy costs and higher efficiency • Margin expansion through S21 hydros, fleet optimization, and daily cash control • Accelerated depreciation choices on ASICs to reflect real-world lifecycles • Sweden footprint consolidation to prepare for tier three HPC • $30m Bell deal in Winnipeg and 4 MW Toronto retrofit progress • Optionality between tier one mining and tier three compute at new sites • Paraguay land, power, and dark fiber as the long-term HPC foundation • GPU lifecycle strategy, H100/B200 financing, and pricing power • Policy risk contrast across Canada, Sweden, and pro-business Paraguay • Funding mix: ATM, asset sales, vendor financing, and disciplined capex • 2026 goals: more exahash in Paraguay and scaled recurring HPC revenue Hit the like button. If you’re not already subscribed, feel free to join. Let us know in the comments if you’re holding HIVE and what you thought about the results! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

    45 min

  5. -2 J

    Earnings Week & MARA's AI Power Move!

    We set the table for a stacked earnings week while Bitcoin slumps, then dig into why miners shifting to HPC and hosting can outlast the hash price crunch. MARA’s Exeon deal in Europe, Bitdeer’s financing and HODL sale, and IREN’s gigawatt roadmap show how execution beats hype. • bitcoin price slide, macro jitters, cycle context • michael saylor’s steady buys and HODL math • openai stargate delays versus miner-led execution • hyperscaler earnings that move sector sentiment • miner earnings calendar and likely catalysts • hash price below $30 and record difficulty • hosting-first models that buffer btc volatility • bitdeer converts, equity raise, and HODL to zero • hive proxy vote timing and fleet expansion • iren sweetwater and oklahoma multi‑GW plan • mara–exaion approval, europe entry, nuclear angle • soluna’s ai energy wall and power gap • white fiber targets, clients, and r&d push Available on poweranalysis.com. Check the earnings dates and interview schedule there for your viewing pleasure! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

    45 min

  6. -6 J

    Bitcoin Miners, AI Power, And The Next Catalyst!

    We track a tough five-day Bitcoin slide against a flood of miner and AI infrastructure news, from policy odds and bank adoption to funding, governance, and enterprise-grade data centers. The throughline: power, capital, and customers decide who leads the next leg. • policy momentum toward a crypto market structure bill • banks shifting from resistance to integration • miners repriced by power access and HPC pivots • ABTC’s growing treasury and strategy • Bitdeer’s convertible reset and capital needs • BitFuFu’s cloud mining margins and steady profits • Core Scientific’s board changes with 2C’s Capital • Hive/Buzz HPC’s enterprise-grade build and NVIDIA ties • IREN’s Microsoft build-out and institutional buys • Soluna’s 350 MW tier 3 AI campus plans • HODL 100 growth versus sell-to-build strategies Let us know in the comments section below what you thought about today's headlines and if you're currently holding any of these companies! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

    35 min

  7. 18 FÉVR.

    It’s All About Timing: IREN, RIOT & HUT!

    We dig into why timing rules the pivot from Bitcoin mining to HPC AI and how power, clients, and chip cycles shape who wins by 2026. We compare Riot, Iron, and Hut 8 on revenue certainty, ERCOT dynamics, and the trade-off between speed and future-proof builds. • bitcoin price stuck while miner equities lift • market rewards contracted HPC revenue over hash price • hyperscaler capex surge as demand for power accelerates • gpu lifecycles and depreciation drive margin durability • riot’s staged ai deals and roi math • IREN’s multi-gigawatt roadmap and hashrate shift • hut 8’s ercot exposure and queue reform impact • cost per megawatt, density planning, and speed to revenue • institutional flows into bitcoin etfs and miner equities • key milestones expected through 2026 Hit the like button, feel free to subscribe! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

    35 min

  8. 17 FÉVR.

    HIVE Earnings Analysis & Top SLNH & IREN News!

    We unpack how institutions, ETFs, and AI spending are reshaping Bitcoin and mining, then dive into concrete moves from SOluna, IREN, and Hive. We compare power economics, hosting margins, and GPU buildouts, and share what the four-year cycle might mean now that compute is the new moat. • conference takeaways on institutional adoption and ETF momentum • Saylor’s latest buy and what steady corporate demand signals • the four-year cycle debate and drawdown context • hyperscaler spend driving power and data center deals • Saluna’s hosting scale and tier 3 AI campus plans • wind-powered economics, behind-the-meter advantages • IREN’s MSCI inclusion and engineering leadership focus • Hive’s $30m AI contract, earnings, and Paraguay shift • miner volatility, equipment pricing, and timing upgrades Let us know in the comment section below what you thought of today's press releases and if you're holding any of these stocks! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

    39 min
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Notes et avis

4,7
sur 5
3 notes

À propos

Whether you are a seasoned investor, a dedicated enthusiast in bitcoin mining, or a newcomer seeking deeper insights, Power Analysis serves as the paramount resource for staying informed in the dynamic realm of Bitcoin Mining. Initiate your journey towards innovation and excellence with Power Analysis, as we extend an invitation for you to embrace the future.

Informations

  • Création
    Anthony Power & Bryce McNallie
  • Années d’activité
    2024 - 2026
  • Épisodes
    521
  • Classification
    Tous publics
  • Copyright
    © 2026 Power Analysis
  • Site web de l’émission
    Power Analysis

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